Relationship Associate

1 day ago

Hyderabad GO, Pakistan APP Full time ₹200,000 - ₹600,000 per year


JOB DESCRIPTION



Job Title: Relationship Associate



Band: 5



Reporting To: Centre Manager



Department: Bancassurance – Ujjivan/TMB/ DCB/SIB



 JOB SUMMARY:

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business.

KEY RESPONSIBILITIES:
  • Lead generation at the time of account opening/service call being made to the customer
  • Establishing & strengthening relationship with Cluster head & staff to gain mind share from them on protection and Annuity
  • Involvement in work site activities (putting up stalls and making presentations in corporate.
  • Working, engaging and connecting with HNI clients for one on one selling
  • Closing sale and following up on issuance.
  • Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection
  • Drive effectively the Reward and recognition programs launched for the bank staff.
  • Train the bank staff regularly on Annuity and Protection plan of Max Life

MEASURES OF SUCCESS:

    • Adjusted MFYP (Modal first year premium)
    • Number of policies
    • Business Leakage including cancellations

MINIMUM/SPECIFIC EXPERIENCE:  

  • Graduate/ Post Graduate in any discipline
  • 1 to 3 years of insurance experience
  • Good communication skills – English & regional language (mandatory)
  • Age group: 21-28 years
  • Preferably has own conveyance


JOB DESCRIPTION



Job Title: Relationship Associate



Band: 5



Reporting To: Centre Manager



Department: Bancassurance – Ujjivan/TMB/ DCB/SIB



 JOB SUMMARY:

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business.

KEY RESPONSIBILITIES:
  • Lead generation at the time of account opening/service call being made to the customer
  • Establishing & strengthening relationship with Cluster head & staff to gain mind share from them on protection and Annuity
  • Involvement in work site activities (putting up stalls and making presentations in corporate.
  • Working, engaging and connecting with HNI clients for one on one selling
  • Closing sale and following up on issuance.
  • Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection
  • Drive effectively the Reward and recognition programs launched for the bank staff.
  • Train the bank staff regularly on Annuity and Protection plan of Max Life

MEASURES OF SUCCESS:

    • Adjusted MFYP (Modal first year premium)
    • Number of policies
    • Business Leakage including cancellations

MINIMUM/SPECIFIC EXPERIENCE:  

  • Graduate/ Post Graduate in any discipline
  • 1 to 3 years of insurance experience
  • Good communication skills – English & regional language (mandatory)
  • Age group: 21-28 years
  • Preferably has own conveyance

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